Page Comparison

From the Setup Mailings/Event screen:

• Ensure Mailings option is selected (top left)

  

To add new mailings:

• Click the Add button
  This action clears the right side of the screen, ready to add a new mailing

To edit an existing mailing:

• Select the mailing on the left

• Make changes on the right

• Click Save

The following settings are available:

Code

Enter a unique code for this mailing, see examples above

Name

Enter the name of the mailing

Type

Select the category the mailing needs to go in

Recurring

Ignore - setting no longer in use

Weekly on, Monthly,
Annually, Other

Ignore - setting no longer in use

Default letter

Ignore - setting no longer in use

Office

If the mailing is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories

Ignore - setting no longer in use

From the Setup Mailings/Event screen:

• Ensure Events option is selected (top left)

  

To add new mailings:

• Click the Add button
  This action clears the right side of the screen, ready to add a new mailing

• To edit an existing mailing:

  • Select the mailing on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Enter a unique code for this event, see examples above

Name

Enter the name of the event

Type

Select the category the event needs to go in

Recurring

Ignore - setting no longer in use

Weekly on, Monthly,
Annually, Other

Ignore - setting no longer in use

Default letter

Ignore - setting no longer in use

Office

If the event is exclusive to one/more offices, select office name(s) here - if not, leave blank

Categories

Ignore - setting no longer in use